With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo

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Advisors

Alan Kuroiwa

CRPC

Financial Advisor

Associate Vice President
Visit Alan Kuroiwa's website


Team

Melissa Taitano

Melissa Taitano

Client Service Associate